See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,537 | $102,317+55.9% | $146,958+8.6% | $80,856+97.3% |
| Participation rate | 63.0% | 75.8%-12.8pp | 82.2%-19.1pp | 67.6%-4.6pp |
| Annual return | 14.63% | 134.76%-120.1pp | 418.34%-403.7pp | 35.59%-21.0pp |
| Employer contribution / active EE | $1,223 | $3,713-67.1% | $4,933-75.2% | $2,755-55.6% |
| Participant deferral / active EE | $7,176 | $6,644+8.0% | $8,070-11.1% | $4,296+67.1% |
| Admin fee / account holder | $30,641 | $7,941+285.8% | $12,998+135.7% | $6,918+342.9% |